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BECU jobs in Tukwila, WA - 82 jobs

  • Vice President Chief of Staff to the Office of the President/CEO

    BECU 4.5company rating

    BECU job in Tukwila, WA

    Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $225,000 - $305,000 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS - because people helping people starts with supporting you 401(k) Company Match (up to 3%) 4% annual contribution to your 401(k) by BECU Medical, Dental and Vision (family contributions as well) PTO Program + Exchange Program Tuition Reimbursement Program BECU Cares volunteer time off + donation match IMPACT YOU'LL MAKE The Vice President, Chief of Staff to the Office of the President/CEO serves as a strategic partner and trusted advisor, ensuring priorities advance with clarity and momentum. Acting as an extension of the President/CEO, you'll establish effective organizational rhythms, strengthen cross functional collaboration, coordinate high impact initiatives, and ensure readiness for key internal and external engagements. You'll‑ also lead the executive support team, oversee special projects, and help create the alignment and preparedness needed for the Office of the President/CEO to deliver meaningful impact for BECU's members, teams, and ‑communities. WHAT YOU'LL DO Guide Enterprise Strategy: Work closely with the President/CEO to advance credit union-wide priorities by translating strategy into clear actions, milestones, and measurable outcomes. Lead High Impact Initiatives: Drive special projects and cross functional efforts assigned by the President/CEO or EMT, ensuring seamless coordination and timely progress. Serve as liaison between the CEO and the EMT, ensuring alignment on priorities, facilitating effective communication and driving accountability across enterprise initiatives. Elevate Executive Communications: Partner with Communications and Strategic Planning to shape messaging, materials, and updates that strengthen executive visibility and alignment. Streamline Operational Rhythms: Manage and continuously improve the operating cadence for the Office of the President/CEO, ensuring the right information, people, and decisions come together at the right time. Solve and Coordinate Proactively: Organize, troubleshoot, and coordinate initiatives on behalf of the President/CEO to keep work flowing smoothly. Optimize Executive Time: Oversee and enhance the President/CEO's calendar strategy and prioritization so their time aligns with the organization's most important needs. Strengthen External Engagements: Coordinate external commitments, such as board activities, industry events, and key stakeholder engagements, ensuring high-quality preparation and follow through. Prepare Leaders for Success: Ensure the President/CEO is fully prepared for meetings, briefings, and presentations, and support EMT and senior leaders with planning and facilitation. Represent Executive Leadership: Act as a liaison between the President/CEO and internal/external stakeholders and represent them in meetings or initiatives when appropriate. Lead and Develop Teams: Coach and develop the executive support team, fostering strong performance, collaboration, and service excellence. QUALIFICATIONS Minimum Qualifications Typically requires a bachelor's degree in business administration or related field, or equivalent experience. Typically requires 10 years of people leadership experience Desired Qualifications Demonstrated ability to influence without authority and maintain confidentiality. Experience managing executive offices or enterprise operations. Strong organizational, communication, and presentation skills. Proven ability to influence and align stakeholders across complex, cross functional teams to drive outcomes without formal authority. Experience leading strategic enterprise initiatives and programs EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
    $225k-305k yearly Auto-Apply 2d ago
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  • Mortgage Advisor - Pierce County

    BECU 4.5company rating

    BECU job in Puyallup, WA

    Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $26.35-$32.12 hourly. The full Pay Range is $21.65-$38.03 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS - because people helping people starts with supporting you 401(k) Company Match (up to 3%) 4% annual contribution to your 401(k) by BECU Medical, Dental and Vision (family contributions as well) PTO Program + Exchange Program Tuition Reimbursement Program BECU Cares volunteer time off + donation match IMPACT YOU'LL MAKE: You'll play a pivotal role in helping members achieve one of life's biggest milestones-homeownership. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community. Your expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. Through your work, you'll directly shape meaningful member experiences, strengthen community connections, and drive BECU's continued growth in the mortgage space. WHAT YOU'LL DO: Be a trusted mortgage guide: Serve as the primary point of contact for mortgage products, services, and processes-supporting members from application through funding with clarity and confidence. Build lasting member relationships: Deepen and retain mortgage relationships by listening closely, understanding financial goals, delivering tailored solutions, and following through every step of the way. Drive results together: Contribute to individual and team goals by enhancing the member experience, supporting referral generation, and collaborating across centers and branches. Grow referral partnerships: Maintain and expand mortgage referral relationships with members, employees, business development managers, and third-party partners. Coach and elevate teams: Mentor and coach branch and center teams to identify mortgage opportunities, improve processes, and confidently serve member needs. Educate and empower colleagues: Share knowledge with Member Consultants and Managers on mortgage identification, servicing, and continuous process improvement. Represent BECU in the community: Actively participate in community organizations and events to generate new mortgage business, deepen relationships, and educate others about BECU's mortgage solutions. Negotiate with care and confidence: Work with members to negotiate loan terms and conditions while aligning with credit union policies and procedures. Support underwriting success: Review loan files using automated underwriting systems, correct deficiencies when possible, and partner with underwriters on non-approved loans. Ensure regulatory excellence: Stay current on federal and state lending regulations-especially mortgage and home equity-and support staff awareness of compliance updates. Leverage product expertise: Maintain thorough knowledge of mortgage and consumer loan offerings to generate leads and recommend appropriate solutions. Master mortgage systems: Understand loan origination systems (LOS), underwriting, processing, guidelines, and tracking tools to coach and support consultants effectively. Collaborate across BECU: Build strong partnerships with mortgage and internal departments to enhance the member experience and improve production outcomes. Stay market-aware: Keep informed on mortgage industry trends and local real estate market developments. Prospect with purpose: Generate new mortgage relationships through proactive prospecting and lead generation. Resolve with care: Serve as an escalation point for member issues, ensuring concerns are addressed thoughtfully and effectively. Communicate for success: Maintain open, effective communication with credit union employees to support shared goals and coordinated efforts. Continuously improve: Contribute to ongoing process and service quality improvements in support of credit union objectives. Flex when needed: Perform additional duties as assigned to support team and organizational success. This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered. WHAT YOU'LL GAIN: The opportunity to be a trusted mortgage expert influencing meaningful financial milestones for members A role where your voice matters, and your ideas help improve processes and experiences Ongoing opportunities to coach, mentor, and lead others, strengthening your leadership presence Strong community connections and the ability to represent BECU beyond the branch A career within a mission-driven credit union committed to long-term member and employee success QUALIFICATIONS: Minimum Qualifications: Bachelor's degree or equivalent work or education related experience. Minimum two years of experience in mortgage loan production, including conventional, FHA, and VA products. Minimum two years of mortgage loan sales experience, and/or consultative sales experience in financial services or a financial institution required. Compliance with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO). Desired Qualifications: Ability to take initiative and be self-motivated. Effective relationship management, problem resolution and customer service skills. Strong sales, prospecting and follow-up skills. Excellent interpersonal skills to ensure issues are handled in a fair and consistent manner. Ability to contribute both independently and as a team member in multi-priority fast paced environment. Proficient with Microsoft Office Products. Excellent time management skills. Ability to adapt to evolving work priorities. Excellent verbal and written skills to effectively communicate. Proficient math skills, with a high degree of accuracy. Ability to perform complex income analysis. Ability to exercise confidentiality and discretionary judgment. Ability to use discretion in decision making and sound judgment in problem solving. Ability to adapt to change within working responsibilities, be it internal, market or regulatory driven. JOIN THE JOURNEY: Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
    $26.4-32.1 hourly Auto-Apply 17d ago
  • Legal Counsel

    Russell Investments 4.5company rating

    Seattle, WA job

    Legal Counsel page is loaded## Legal Counsellocations: Mumbaitime type: Full timeposted on: Posted Todayjob requisition id: R-03731# Business Unit:Global Legal# # Reporting To:Associate General Counsel# # Shift:India Standard (India)# About Russell Investments, Mumbai:Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai - and has opened a new office in Mumbai, India in June 2023.Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm's growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.For more information, please visit .# Job Description:In house counsel for our global legal team to assist with general commercial documentation for sourcing goods and services in different jurisdictions.**Years of Experience**4-6 years at a major law firm and/or in-house, including drafting and reviewing commercial agreements**Qualifications**Law graduate from a reputed law school/university.**Responsibilities*** Support strategic sourcing efforts of the Global Sourcing and Procurement (GSP) team for sourcing goods and services in different jurisdictions.* Ability to identify and mitigate any legal risk related to sourcing goods and services using contract negotiations and drafting skills.* Leverage existing templates to capture applicable legal concepts .* Work closely with various stakeholders in different jurisdictions including but not limited to the Global Sourcing and Procurement (GSP) team, the local legal counsels and the group's business in support of the sourcing contracts.* Act as subject matter expert regarding the legal related matters in contracts under dispute.**Special Requirements**One day a week will be worked as an extended EMEA shift instead of India Shift - 2 pm to 11 pm.**Candidate Requirements*** Proven efficiency in contract drafting and experience with legal issues related to commercial contracting.* Excellent analytical, communication and interpersonal skills. Experience of interaction with diverse set of stakeholders at all levels, acting with substantial autonomy.* Action oriented and solution minded team player with high degree of self-management.* Focus on process-orientation and having excellent attention to detail.* Logical reasoning, analytical and problem-solving skills/methodology.* Able to work independently and as a member of a team.* Able to balance and prioritize multiple high priority projects.* Strong business acumen, and experience working in a fast-moving matrix and cross-functional environment.* Proficiency with Microsoft Word, Excel required.**Core Values*** Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,* Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.* Exemplifies our customer-focused, action-oriented, results-driven culture.* Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.* Ability to act with discretion and maintain complete confidentiality.* Dedicated to the firm's values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. #J-18808-Ljbffr
    $129k-193k yearly est. 1d ago
  • Customer Service Representative

    Washington Federal 4.5company rating

    Lynnwood, WA job

    Min USD $21.00/Hr. Max USD $24.20/Hr. Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Customer Service Representative (CSR). WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! Consider joining our team if you want: * An opportunity to work for an employer of choice that provides a highly engaged work environment where value is placed on simply being kind to our clients and one another * To start a professional career with Monday through Friday work hours and weekends off * A career that provides opportunity for growth; promoting from within is our top priority * A comprehensive benefits package. As a CSR you serve a valuable role in our branch by providing a positive first impression through friendly and courteous service while performing efficient and accurate banking transactions. What you will need to succeed: * A smile and great attitude * Highly developed sense of integrity and strong work ethic * Personable and outgoing; able to talk with clients and build rapport and relationships * Great attention to detail and providing accurate service * Technically savvy; able to use multiple computer systems and ability to adapt to change * Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. * Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications Education/Skills/Training: * High school diploma or approved equivalent. * Basic math skills, 10-key and keyboarding. * Proficient in standard Microsoft Office tools such as Excel, Word, Teams, and Outlook. * Well-developed smart phone and digital channel skills. * Must be organized and display excellent communication skills and a personable attitude. Experience: * Previous work in retail, consumer service delivery, or client relations. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 12/29/2025
    $21-24.2 hourly 5d ago
  • Enterprise Business Systems Analyst

    WaFd Bank 4.5company rating

    Seattle, WA job

    We are seeking a highly skilled and detail-oriented Business Systems Analyst to join our WaFd Bank Technology team. This role will serve as a strategic partner to WaFd's business lines, ensuring systems and processes enable seamless roadmap execution by bridging the gap between business needs and technology solutions. This Business Systems Analyst will be responsible for understanding business requirements, designing and implementing application configuration, and ensuring alignment of technical solutions with strategic business objectives. Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when working alongside colleagues and servicing our clients. Successful Business Systems Analyst must: Lead by example. Develop productive relationships with business and technical leaders across WaFd. Reflect WaFd Bank's corporate values and ethics, including integrity, teamwork, ownership, simplicity, discipline, service, and kindness. Assist the manager in optimizing operational effectiveness, productivity, and efficiency. Ensure a high level of customer satisfaction by delivering excellent service. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following (Other duties may be assigned): 1.Collaboration & Communication: Act as a technical liaison between IT, business units, and external partners to ensure alignment with organizational goals. Understand, analyze, and improve business processes. Work to align technology solutions with business strategies and objectives, across multiple systems or departments Work with stakeholders to facilitate and drive the discovery process for gathering detailed business requirements and map out end-to-end processes. Translate the business requirements into functional configurations and/or user stories. Analyze current workflows, perform gap analyses, and create process documentation and recommendations for process improvements. Lead meetings as scrum master for smaller projects outside of the Enterprise Project Management Office (EPMO) scope. 2. Application Design, Development & Support: Collaborate on high-level system design with system engineers, developers, and other IT teams. Perform basic configurations and optimize banking applications, including core banking systems, deposit platforms, loan processing platforms, document management platforms, file transmission, ITSM platforms and payment gateways to meet client specifications. Participate in application installations, upgrades, and integrations. Ability to troubleshoot technical issues, perform root-cause analysis, and provide timely resolutions. Analyze customer feedback and transaction data to identify opportunities for improved functionality. 3. Training & Documentation: Create and maintain comprehensive procedural documentation, user guides, and support materials. Train end-users and internal teams on new applications and systems upgrades. 4. Deliver Exceptional Service: Know the company's technology, financial products, regulatory climate, and functionality needs and use them to support business units in improving their products and services. Maintain knowledge of Bank systems and processes to help with technical needs, projects, and audits. Model integrity and professionalism, including personal appearance and conduct, banking industry knowledge, customer service and interpersonal skills, and value or needs-based selling techniques. Ensure integrated, cross-departmental requirements planning for products, compliance, information, and functionality across departments efficiently to minimize the impact on business stakeholders. Maintain relationships across the Company and develop a basic working knowledge of functional roles to support problem resolution and quality service delivery. 5. Protect WaFd Bank's Interests: Manage daily operations, monitor applications' health, escalate/resolve issues, and ensure assigned work (i.e., general support, project, or product team) is completed promptly. Utilize Agile methodology to track, monitor, and prioritize assigned work. Complete and pass all assigned eLearning courses. Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. Avoid real or perceived conflicts of interest and maintain client privacy and confidentiality. Train and support the team with product, technology, and operational knowledge. Qualifications Bachelor's degree in Computer Science, Information Technology, or a related field. Proven experience as a Business Systems Analyst, preferably within the banking or financial services industry. Familiarity with APIs, middleware, and system integration in a financial context. Understanding of banking regulations and compliance requirements. Familiar with cloud-based banking solutions and platforms Strong analytical, problem-solving, organizational, and communication skills. Ability to share knowledge with colleagues. Ability to solve problems, handle complex and confidential information, and work cross-functionally. Knowledge of bank systems, including operating and network systems, with a strong desire to learn more about these systems and other technologies. Analytical skills to critically evaluate the information gathered from multiple sources, reconcile conflicts, and decompose high-level information into details. Listening skills, understanding what people say, probing when appropriate, and helping them articulate their needs. Must be team-oriented, self-motivated, and able to work with minimal supervision. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 11/20/2025
    $88k-116k yearly est. Auto-Apply 60d+ ago
  • Premier Mortgage Client Servicing Escalation Manager

    City National Bank 4.9company rating

    Olympia, WA job

    WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients. WHAT WILL YOU DO? * Coordinates the implementation of the service and operational functions necessary to ensure proper servicing of clients and the timely/accurate execution of any mortgage or HELOC servicing activities, issues, or inquiries * Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities. * Identify, track, and route new business inquiries or cross-selling opportunities to sales or the deposits team * Drive new project rollouts, regulatory change control, process updates, and ideas calls and research meetings to stay current on all Mortgage activities with champions from LOBs and RBC wealth, their advisors, and bankers with deck and training documentation prepation. * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example * Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Be on call if we a weekend escalated matter requires acknowledgement or support outside of operating business hours and be willing to work overtime as needed * Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance * Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests * Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes. * Performs other necessary duties and participates in Firm projects assigned. * Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment * Strong organizational skills including strong verbal and written skill set for complaint responses with concise summaries * Prepare executive level decks, reporting, overviews, and materials weekly/monthly/quarterly * Flexible and willing to perform other tasks as assigned * Meet the volume, SLA, and quality metrics including scorecard tracking and contact center metrics including average speed to answer, abandonment rate, and all other inbound outbound calling expectations * Ability adapt to changing scalable environment and willing to take on new initiatives and strategies * Travel as needed * Prepare weekly executive decks, monthly roll-up, and quarterly presentations to the executive leadership team as a required discipline. * Able to handle any adhoc service requests through solution or partner with another line for a warm hand-off * Be tied to productivity tracking, IVR, SLA, and quality metrics and ensure positive surveys are obtained. * Track through reporting or trackers all complaints needed for trending and follow through with remediation action steps or issues that may need to be raised * Take full ownership of any itemwhile having the ability to work with urgency and work through high stress levels from clients and high stress situations that need resolution * Maintain excellent working relationships with both internal and external partners * Adhere to any other requirements requested of the role not listed WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10 years of mortgage or banking experience * 10 years of mortgage servicing experience in a senior capacity * 5 years of Call center experience or of experience handling complaints, escalations, requests verbally with a client * 5 years' experience preparing executive level presentations and reporting * 5 years of experience working with high-net worth clients * Excellent leadership and written and verbal communication skills * Proficiency with excel, word, power point and Adobe *Additional Qualifications* * Experience with Black Knight Mortgage Servicing Package systems and products highly preferred * Strong organizational, research, analytical and problem solving skills * Working knowledge of mortgage servicing financial performance, metrics, Mortgage Servicing Rights valuations and forecasting * Good verbal and written communication skills * High attention to detail * A problem solver and critical thinker * Ability to handle multiple projects at the same time while prioritizing client escalations * Client obsessed self-starter with a friendly positive personality that can be firm when needed *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $37.97 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $38-60.6 hourly 15d ago
  • Sr Internal Auditor - IT

    WaFd Bank 4.5company rating

    Seattle, WA job

    The position of Internal Auditor - IT Audit Senior is responsible for conducting audits of internal controls and bank operations, performing testing related to Sarbanes-Oxley compliance, and supervising the work performed by Staff Auditors. This entails assisting management in the planning and scoping of individual audits, performing test procedures, and preparing final reports in conformance with department standards. It also involves interacting with management in identifying risks during planning and discussing any identified audit exceptions. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and WAFD customers, and living our Corporate Values of Integrity, Ownership, Simplicity, Teamwork, and Service Culture. KEY FUNCTIONS include, but are not limited to, the following: Maintain a good working knowledge of professional auditing standards, bank regulatory requirements, IT/Cybersecurity developments, and department operating procedures. Review regulatory and technology processes to assess business risk, internal control, and the overall effectiveness and efficiency of the process. In addition, assess the risks associated with Sarbanes Oxley and internal controls over financial reporting. Participate in the risk identification process and evaluation and testing of business processes and related controls. Work independently to complete audits of moderate complexity as well as assigned areas in other audits, and consistently achieve audit department objectives relating to timeliness, quality, adherence to budget, and individual productivity. Assists in planning of audits. Review and assess bank operations to evaluate the sufficiency of internal controls, extent of compliance with policy and regulations, as well as identify areas for improvement. Produce high quality work papers that support audit conclusions and comply with department standards. Timely communicate to audit management status of work assigned and any issues impacting timelines, budget, or audit scope. Effectively communicate audit results to management both verbally and in writing. Work collaboratively with Internal Audit management and our various lines of business to deliver value-added recommendations for the remediation of issues identified. Maintain a positive relationship with external auditors and regulatory examiners. Communicate (verbally and in writing) with all levels of the Bank to successfully accomplish audit objectives while portraying knowledge and confidence. Follows the Bank's Information Security policies, ensuring that the processing and handling of client and confidential bank information is done in a secure manner and environment. Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. Complete and pass all assigned eLearning courses and certifications as required. Adhere to and ensure staff adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Complete special projects as assigned. Qualifications Education/Skills/Training: Bachelor's degree from a four-year college or university in information systems, computer science, accounting, finance, or business administration. Certification as a CISA, CISSP, CPA, CIA, CAMS, or CRCM or equivalent preferred. (Certification in process will be considered. Internal policy requires certification for promotion to Senior Manager.) Strong knowledge of IT infrastructure, cloud platforms, software/application development and cybersecurity concepts. Excellent analytical and problem-solving skills. Proficient in Microsoft Office. Communicate effectively, both in writing and verbally, at all levels within the company. Ability to work on multiple, concurrent projects, as part of a team or independently, and research, understand, and evaluate Bank operations, rules, and regulations. Possess the ability to organize, prioritize, and complete work assignments in a timely manner. Demonstrate a high level of personal integrity and reflect an appropriate level of judgment, maturity, and confidentiality. Successfully interact with all levels of Bank personnel in a positive, constructive manner. Experience: Two to five years of experience in IT audit, internal auditing, public accounting, or regulatory compliance, with a heavy emphasis on financial services. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 11/20/2025
    $82k-101k yearly est. Auto-Apply 37d ago
  • Supervisor Mortgage Servicing Oversight

    City National Bank 4.9company rating

    Olympia, WA job

    WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes. WHAT WILL YOU DO? * Serve as the primary point of contact for sub-servicers, ensuring communication and coordination. * Monitor and evaluate sub-servicer performance against contractual obligations and performance standards. * Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements. * Conduct regular audits of subservicer operations and compliance practices. * Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery. * Analyze performance metrics to identify areas for improvement and drive corrective actions. * Implement training programs for subservicer staff on compliance standards and best practices. * Update training materials to reflect regulatory changes. * Define documentation standards to ensure consistency and accountability in operations. * Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership. * Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input. * Stay updated on regulatory changes and adjust processes accordingly. * Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals. * Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure. * Address and resolve issues or breaches of service level agreements identified through monitoring and audits. * Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals. * Create a comprehensive suite of mortgage products and services. * Establish policies, procedures, and workflows to ensure compliance and operational efficiency. * Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff. * Drive growth and profitability within the mortgage division. * Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines. * Manage vendor relationships and mortgage software applications. * Represent the bank in community and civic activities to enhance market presence. * Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures. * Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation. * Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance. * Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters. * Establish rigorous quality control measures to maintain high standards of service and compliance. * Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations. * Train team members and strategic partners on best practices related to foreclosure and bankruptcy. * Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements. * Engage with investors and insurers to advocate for policies beneficial to all stakeholders. * Undertake special projects or strategic initiatives as assigned by senior leadership. * Perform other duties as necessary, including travel. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives * Minimum of 5 years of Mortgage Default Experience * Minimum of 5 Years of Mortgage Subservicing Experience *Additional Qualifications* * Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac). * Running servicing operations and establishing an end to end servicing oversight control for a bank. * Strong leadership, communication, and analytical skills. * Proficiency in loan origination software (e.g., Encompass) and Microsoft Office. * Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization * Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills * Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently * Strong quantitative, governance, and analytical abilities * Ability to solve complex problems and drive structure through ambiguity * Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership * Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio) *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 7d ago
  • Senior AI Engineer

    Russell Investments 4.5company rating

    Seattle, WA job

    Business Unit: Global Technology Salary Range: $140,000 USD - $160,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Join a passionate, Global Technology and Enterprise AI team that partners directly with investment, trading, analytics, and client teams to design, build, and operate AI‑powered products. As a Senior AI Engineer (Full‑Stack Python), you will deliver end‑to‑end solutions-from modern web UIs and Python APIs to data pipelines and LLM/RAG systems-that are secure, scalable, and production‑ready for a global asset manager. You will design and operationalize AI infrastructure that powers enterprise-scale intelligence, applying disciplined software engineering practices to ensure performance, security, and maintainability. Years of Experience * 5+ years of Software Development experience required * 2+ years building and operating applied ML/AI or LLM solutions in production Qualifications * Bachelor's degree in computer science, Mathematics, Statistics, or related engineering field required. Advanced degree preferred * Expert Python: async programming, packaging, testing * Back‑end frameworks: FastAPI (preferred), Django, or Flask * Front‑end proficiency: React/Next.js (or similar), TypeScript/JavaScript * Datastores: advanced SQL and vector database * LLM platforms: Azure OpenAI, LangChain, * MLOps/DevOps: Docker, Kubernetes, CI/CD * Cloud: Azure preferred * Demonstrated ability to communicate clearly and build trusted relationships with others. * Excellent verbal and written communication skills and ability to interface with all domains and seniority levels in the organization. Responsibilities * Design & build AI applications that combine modern web front‑ends, Python APIs, and LLM workflows (prompting, tools, retrieval) to solve high‑value business problems. * Own the full stack: React/Next.js (or comparable) front‑end; Python (FastAPI/Django/Flask) services; SQL and vector stores. * Develop LLM systems including retrieval‑augmented generation (RAG) pipelines, embeddings, prompt templates, and guardrails. * Data engineering for AI: build connectors, implement ingestion, and ensure data quality. * Implement observability: metrics, logs, prompt monitoring, and performance profiling. * Apply enterprise security practices and model governance aligned to financial‑services standards. * Partner with domain experts to translate ambiguous problems into clear technical designs. * Mentor and uplift peers on Python, AI patterns, and code quality. * Consistently find and deliver new ways to develop and improve processes and technologies * Conceptualize and be able to articulate solutions to team members and clients Core Values * Strong interpersonal, oral, and written communication and collaboration skills with all levels of management * Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, * Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. * Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. * Exemplifies our customer-focused, action-oriented, results-driven culture. * Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. * Ability to act with discretion and maintain complete confidentiality. * Dedicated to the firm's values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
    $140k-160k yearly Auto-Apply 60d+ ago
  • Mortgage Loan Underwriter Senior

    City National Bank 4.9company rating

    Olympia, WA job

    WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews. What you will do * Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies * Identifies issues and recommends appropriate resolution within policy service level agreements * Analyzes and determines the financial capacity of the borrower's ability to repay: * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of residency and employment * Verifies income per established policy * Identifies any exceptions to current policies * Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid * Accurately sets and clears conditions * Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required * Updates System(s) with pertinent information and appropriate data as required * Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority * Originates appropriate client letters; Commitment, Counter Offer, Declination * Certifies and provides a final Workbook to the Processor * Ensures compliance with bank and statutory/regulatory guidelines * Client Satisfaction * Promotes a team environment fostering a positive working environment * Functions as a collaborator and innovator to drive continuous improvement * Provides guidance and support to the RLC and Processor when required * Utilizes systems and tools to ensure that the RLC's are updated on the status of loans * Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met * Provides timely, complete and accurate response to inquiries * Handles all situations in a professional and ethical manner * Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions * Supports and contributes to the quality and customer satisfaction goals of the bank * Productivity * Ensures all goals and service level agreements (SLAs) are met * Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality control and data integrity standards * Effectively utilizes available systems, workflow and imaging tools * Mentor and train Underwriters I and II * 2nd level review of Underwriters I and IIs' work * Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc. *Must-Have** * Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required. * Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required * Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.). *Skills and Knowledge* * Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required * Familiar with FNMA/FHLMC guidelines * Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher. * Superior ability to communicate effectively in both verbal and written form * Strong time management skills to plan and organize a high daily loan volume * Strong ability to be very detail oriented * Must be a team player and work constructively with their fellow colleagues * Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives *Compensation* Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $41.8-66.8 hourly 60d+ ago
  • Relationship Manager Senior CB

    City National Bank 4.9company rating

    Olympia, WA job

    WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $122.5k-208.7k yearly 60d+ ago
  • Floating Banker

    Banner Bank 4.7company rating

    Federal Way, WA job

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Floating Banker for Banner Bank you will provide back-up teller/banker coverage and assistance at any retail branch location within a specific geographic region. At each location you will provide an excellent experience for clients acting as the face of the Bank, and process client transactions accurately and efficiently. You'll assist clients in achieving their financial goals by actively referring Bank products/services. The work location can vary daily, and daily travel between branches will be required. As a Floating Banker for Banner Bank you will provide back-up teller/banker coverage and assistance at any retail branch location within a specific geographic region. At each location you will provide an excellent experience for clients acting as the face of the Bank, and process client transactions accurately and efficiently. You'll assist clients in achieving their financial goals by actively referring Bank products/services. The work location can vary daily, and daily travel between branches will be required. What you'll do * Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures while providing an excellent experience for clients and acting as the face of the Bank. * Assist clients in achieving their financial goals by actively referring Bank products/services, and by referring clients to other Bank specialists when appropriate. * Perform quality work within deadlines with or without direct supervision. * Responsible for working effectively as a team contributor on all assignments. * Responsible for maintaining a high level of personal reliability and punctuality. * Responsible for selling Bank products and services via in-person and telephone conversations. Must meet minimum referral standards set by Manager. May be responsible for opening new accounts using the Banner Way sales process. * Responsible for providing back-up teller coverage or back-up personal banker coverage and assistance at any retail branch location within a specific geographic region. Work location can vary daily. Daily travel between branches required. * Responsible for complying with policies, procedures, security requirements, and government regulations. Education & Certifications * H.S. Diploma Experience & Travel * 2 or more years of teller experience including sales experience with established goals (Required) * Travel 50% Knowledge, skills & abilities * Possess strong organizational skills and be detail oriented. * Basic understanding of PC with Windows based applications and calculator. * Basic math, negotiation, and problem solving skills. * Possess effective verbal and written communication skills; proper phone and email etiquette required. * Possess good interpersonal and relationship building skills. Excellent customer service skills required. * Ability to work branch hours. Compensation & Benefits * Targeted starting compensation range (based on experience) is $18+/hour plus $1.50 premium on top of base pay * Incentive and commission compensation may be awarded for eligible roles * Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life * Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays * 401k (up to 4% match with immediate vesting) * Tuition reimbursement * Read more about these and additional benefits at: Employee Benefits | Banner Bank What you'll need * 1 or more years of teller experience including sales experience with established goals is required * Strong organizational skills; basic skills in math, negotiation, and problem solving * Effective verbal and written communication skills; proper phone and email etiquette * Good interpersonal and relationship building skills; excellent customer service skills Our process * Complete a simple application and answer a few questions * Take a quick assessment that gives us a little more insight on your work style * Have a phone interview with the manager or recruiter * Have an on-site interview with the manager and another key member or two of the team * Get an offer if it's the right fit for you and Banner * Start working after a background check and kick-off an amazing career Compensation & Benefits * Targeted starting hourly range (based on experience): $18.00-$19.00/hr plus $1.50 premium on top of base pay * Incentive potential * Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life * Paid vacation time, sick time and 11 company paid holidays * 401k (with up to 4% match) * Tuition reimbursement up to $5,250 annually * Get more information at: Employee Benefits | Banner Bank $18 - $24.90 an hour Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $18-19 hourly 45d ago
  • PSL Software Development Engineer

    Washington Federal 4.5company rating

    Redmond, WA job

    Min USD $145,000.00/Yr. Max USD $165,000.00/Yr. The Software Development Engineer will plan and develop specialized applications software. This role will translate software requirements into workable programming code, maintaining and developing programs for use in the banking business. This role will collaborate with the technical team to understand the specifications and develop high-quality applications. This role will also write clean and efficient source code, check the performance of existing applications, troubleshoot client reported issues and modify as per the requirements. Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when working alongside colleagues and servicing our clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: * Implement high quality code in an agile, test-driven development environment utilizing Java based development frameworks. * Work with the Lead and development team on architecture, technical design, release planning and deployment. * Build scalable and reusable APIs. * Collaborate with business teams to analyze requirements; drafts initial proposal and design of software to meet these needs. * Assess feasibility of design and project parameters within time and cost constraints. * Develop code and designs software applications based on client's business requirements. * Modify existing software to correct errors or improve performance. * Gather and analyze issues escalated by support teams and then modifies software applications for better usability. * Design databases for specific application areas. * Determine required system performance standards based on client specifications, budget, security needs, and other parameters. * Collaborate with business analysts, engineers, and programmers to design systems to support required applications. * Adhere to Bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. * Complete and pass all assigned eLearning courses and certifications as required * Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. * Other duties may be assigned. Qualifications Education/Skills/Training/Experience * 8+ years of hands-on experience in application development. * 5+ years developing RESTful, SOAP based Web services using J2EE, Spring framework or Spring Boot or Spring MVC or Python. Experience with consuming SOAP services is a must. * Experience with any Enterprise Application Integration tools or Mulesoft Anypoint platform or MuleSoft Developer certification a strong plus. * Strong understanding of API Design best practices, Enterprise Integration, Micro services architecture, and Design Patterns is a must. * Experience with API Specification documentation using RAML / OAS or Swagger is a must. * Experience working on AWS with Serverless services (Lambda, DynamoDB, RDS, API Gateway, ECS, EKS etc., ) is preferred * Ability to work and deliver independently. * Experience using Confluence, Jira and Bit Bucket with CI/CD Pipelines a strong plus * Previous experience with Systems Integration for Banking and Financial Services Domain preferable. Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 1/13/2026
    $145k-165k yearly 8d ago
  • Operational Risk Analyst

    Russell Investments 4.5company rating

    Seattle, WA job

    Business Unit:Compliance, Risk and Internal Audit Salary Range:$64,000 USD - $82,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Every day, we seek to improve financial security for people. As part of our continued efforts to enhance risk management practices, we are seeking a dynamic and detail-oriented Operational Risk Analyst with robust project management capabilities to join our team. As a member of the Operational Risk team, you'll be part of a collaborative and purpose-driven group that values integrity, innovation, and impact. This role blends core risk management responsibilities with hands-on project leadership, offering a unique opportunity to shape and strengthen our operational resilience. Responsibilities Conduct and facilitate operational risk activities, including risk assessments, control documentation and testing, event analysis, and remediation tracking. Lead and coordinate cross-functional projects, ensuring timely delivery of risk initiatives through effective planning, execution, and stakeholder engagement. Develop and maintain project plans, including scope definition, milestone tracking, and status reporting. Produce accurate operational risk reports for internal and external stakeholders on both scheduled and ad hoc bases. Support risk governance activities, including committee coordination and presentation development. Partner with business units to identify, assess, and mitigate operational risks, fostering a culture of proactive risk awareness. Demonstrable skills and experiences required: Bachelor's degree in Business Management, Finance, Accounting, or a related discipline. 0-5 years of experience in Financial Services, with exposure to operational risk or enterprise risk management. Demonstrated success in managing complex projects from initiation to completion, preferably within a risk or compliance environment. Familiarity with GRC platforms such as MetricStream is a plus. Exceptional communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization. Strong organizational and time management skills, with a track record of delivering results independently and within teams. Analytical mindset with keen problem-solving abilities and sound judgment Proactive approach to prioritization, multitasking, and continuous improvement This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
    $64k-82k yearly Auto-Apply 32d ago
  • Senior Technical Business Analyst, Private Markets

    Russell Investments 4.5company rating

    Seattle, WA job

    Business Unit:Global Technology Salary Range:$90,000 USD - $140,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: This position functions as a key member of the Investment Division Technology team, with a specialized focus on Private Markets. The Lead Technical Analyst is responsible for analyzing, designing, and implementing scalable business and data solutions that support the evolving needs of Russell Investments' Private Markets platform. This role will lead efforts in requirements gathering, solution design, and business acceptance for new technology, data, and process initiatives. The role also contributes to architectural planning, particularly in areas such as data integration, analytics, and reporting frameworks tailored to private asset classes. The responsibilities of the individual in this position include: Partner with Private Markets investment teams and Shared Services to deliver technology and data solutions that enhance operational efficiency and investment insights. Lead the creation of detailed business and technical requirements for new systems, data pipelines, and reporting tools. Collaborate with internal stakeholders to ensure alignment between business needs and technical implementation. Manage and execute projects or workstreams, including planning, stakeholder communication, and delivery oversight. Facilitate the transition of new solutions into business-as-usual operations, ensuring proper documentation and training. Define and promote best practices for data governance, metadata management, and integration strategies specific to private markets data (e.g., fund-level, deal-level, cash flows, valuations). Contribute to the development of technology roadmaps and the evolution of the Private Markets data architecture. Maintain and enhance documentation for systems, data flows, and business processes. Demonstrate deep understanding of private markets workflows and data, and translate that into effective technical solutions. The successful candidate will have extensive demonstrable skills and experiences including the following: 5+ years of experience in a technical or business analyst role. 1+ years of experience within private equity, real estate, infrastructure, or other private asset classes. Proven experience managing or leading technology projects in financial services. Strong skills in requirements elicitation, documentation, and stakeholder communication. Proficiency in SQL and Excel for data analysis and validation. Familiarity with private markets data structures, performance metrics (e.g., IRR, TVPI), and reporting standards. Experience working with data platforms, ETL tools, and business intelligence/reporting tools. Excellent organizational skills and ability to manage multiple priorities in a fast-paced environment. Strong written, verbal, and presentation communication skills. Ability to collaborate effectively across business and technology teams to solve complex problems. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
    $90k-140k yearly Auto-Apply 9d ago
  • Commercial Loan Coordinator - Senior

    WaFd Bank 4.5company rating

    Seattle, WA job

    The Senior Loan Coordinator will work with Commercial Loan Processing, Relationship Officers, Relationship Managers, Directors and Division Managers to obtain necessary documents from clients to prepare a complete and accurate set of loan documents. The level of experience varies based on prior work experience, both inside and outside of the Company. Senior Loan Coordinators provide operational support to Commercial Banking Officers in the ongoing management of WaFd Bank's portfolio of commercial loans as it relates to loan origination and funding, construction draw administration, compliance monitoring, regulatory adherence, collateral perfection, recordation and valuation, as well as general loan administration. WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients. Builds and maintains productive relationships with existing clients. Prepares correspondence to prospective clients. Initiates credit and title reports, and appraisal orders for review by the Department. Responsible for processing and closing loans according to the Bank's policies and procedures and regulatory guidelines. Participates in business development and referral activities. Coordinates with Commercial Loan Processing to provide all required loan documents necessary to perfect our security interest, as required by Credit Administration. Delivers excellent customer service to the internal customers in the execution of all assigned business processing duties and within service level standards. Opens escrow with title/escrow companies and sets up escrow files; orders payoffs. Coordinates and facilitates initial loan booking/funding; reviews and approves loans and documents and resolves any title or other issues prior to loan closings Coordinates with in-house experts or outside legal counsel on technical transactions. Sets up the loan file, including preparation of loan documentation. Coordinates closing with the escrow company. Prepares boarding instructions. Follows up on funding requirements and on any post-closing required loan documentation. Follows the Bank's Information Security policies, ensuring that all customer information and confidential bank information is processed and handled in a secure manner and environment. Completes special projects, as assigned by Manager. Provides administrative and operational support to lending personnel, including clerical duties, related to loan closing and funding, weekly construction draw administration with subsequent loan advances and borrowing base tracking. Responsible for loan (relationship) exception tracking, identifying, curing and evidencing with proper file documentation. Manages local online file storage and document management (i.e., OnBase). Maintains corresponding insurance files for all borrowers and loans (including, but not limited to, Builder's Risk and General Liability policies). Assists with field audits as it relates to collateral monitoring, as requested. Reviews and balances HUD-1 closing statements for verification of accuracy; approves funding disbursements and initiates initial funding wires, etc. Reconciles, verifies and implements monthly unit interest billings for applicable Guidance Lines of Credit. Prepares annual property tax payment audit. Reviews, balances and maintains record-keeping for all legal and professional billings, including timely submission for payment, and obtaining appropriate approval documentation for all expenditures. Facilitates recommendations to divisional management for policy inconsistencies and recommends revision implementation. Communicates status of loan portfolio to management, including level of exception reporting, past due collections and loan maturity management. Oversees daily teller drawer; loan disbursement balancing and management. Adhere to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Qualifications Education/Skills/Training: Bachelors Degree, or High School equivalent plus relevant experience A strong understanding of business lending terminology is required. Ability to comprehend business loan supporting data and related data, including appraisals, environmental reports, title reports, borrower structures, leases. Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient production. Ability to deal effectively and professionally with internal and external customers. Experience: Preferred five to seven years of experience in business loan processing and documentation. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs Generous 7% 401(k) employer matching* Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 1/12/2026
    $39k-46k yearly est. Auto-Apply 10d ago
  • Senior Asset Allocation Strategist, Quantitative Analytics

    Russell Investments 4.5company rating

    Seattle, WA job

    Business Unit:Investment Division Salary Range:$130,000 USD - $165,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Russell Investments is seeking a highly skilled professional to develop multi-asset investment solutions with an emphasis on modeling multi-period asset allocation modeling supporting lifecycle and tax-managed solutions. This role is part of our Asset Allocation and Investment Solutions team, which oversees strategic asset allocation, CMA forecasting, investment solution design, and management of Model Strategies offered to U.S. retail investors. This is an excellent opportunity for a driven individual to contribute to advancing asset allocation and product design. Your Core Responsibilities: Solution design Design and development of multi-asset solutions with a focus on lifecycle finance and tax managed solutions. Research and consult on investment approaches for single asset classes, translating these needs into objectives and solutions. Collaborate with clients to understand their needs. Use this information to design solutions, ensuring components work together to fulfill client objectives. Provide thought leadership Conduct practical research on topics such as tax managed strategies, optimal asset location, longevity risk and optimal withdrawal strategies to guide product development. Publish research that positions Russell Investments as a thought leader in the industry. Represent Russell Investments at client events and industry conferences to enhance the company's thought leadership profile. Support portfolio construction tools Take a lead role in the design, technical specification and development of portfolio construction approaches and tools. Contribute to coding and modeling of client solutions and proposal creation. Collaborate with go-to-market teams and IT on the build-out of advisor tools. Investment management Participate in the strategic asset allocation positioning of multi-asset solutions. Conduct analyses that guides implementation of investment decisions. Your Expertise and Role Qualifications: 5-7 years of experience in a capital markets finance role. Proficiency in running quantitative analyses in object-oriented programming languages (e.g., C++/C# and Python). Strong understanding of object-oriented programming and ability to construct models. Familiarity with optimization-based and Monte Carlo approaches to asset allocation analysis. Ability to think clearly about complex problems and find pragmatic solutions Solid foundation in capital markets finance. Ability to manage multiple projects and tasks simultaneously. Preferred: CFA, PH.D. or Masters degree in finance, economics or quantitative discipline such as mathematics, statistics, or operations research. Knowledge and experience in the investment industry, particularly in solution building for accumulation, retirement income, and tax-managed investing. Familiarity with: portfolio construction, factor modeling, risk and return attribution, asset return forecasting, portfolio optimization, basic actuarial math, Monte Carlo simulation and lifecycle finance. Ability to present results to audiences with varied technical backgrounds, including team members, sales organization members, and advisors. Strong and effective writing skills. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
    $130k-165k yearly Auto-Apply 9d ago
  • Teller (Part-Time)

    BECU 4.5company rating

    BECU job in Everett, WA

    Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $21.65-$24.23 hourly. The full Pay Range is $21.65-$28.65 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS - because people helping people starts with supporting you 401(k) Company Match (up to 3%) 4% annual contribution to your 401(k) by BECU Medical, Dental and Vision (family contributions as well) PTO Program + Exchange Program Tuition Reimbursement Program BECU Cares volunteer time off + donation match IMPACT YOU'LL MAKE: The part-time Teller role plays a crucial part in providing quality service to our members. With your excellent member service skills and knowledge of credit union policies and procedures, you will ensure that all teller transactions are conducted accurately, professionally, and in a timely manner, making a positive impact on our members' banking experience. WHAT YOU'LL DO: Member Advantage Program: Ensure that every interaction with the members reflects our commitment to exceptional service and values. Information Protection Program: Uphold the highest standards of performance and information security in all aspects of your role. Member Services: Address member needs promptly and effectively, demonstrating a proactive and helpful approach. Guarantee that all members receive the attention and care they deserve, resolving any concerns or complaints promptly and effectively. Assisting the community with financial wellness: This could involve financial education programs or access to financial planning resources. Compensation Transparency: We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness: Teller: $21.65 - $22.00 per hour Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint. Position Location: Everett Financial Center Training Schedule (First 5 Weeks - Paid): Monday to Friday: 9:00 AM - 5:45 PM (Part-Time Training will be Full-Time 40-Hours) Regular Schedule (After Training): 24 Part-Time Hours within: -Monday to Friday: 8:00 AM - 5:00 PM -Every Saturday: 8:45 AM - 1:30 PM Specific weekly hours will vary based on business needs. QUALIFICATIONS: Minimum Qualifications: Typically requires High School Diploma or associated Certification (GED), and 1 year of customer service or relevant experience. Minimum of one year of customer service experience. Desired Qualifications: Teller or cash handling experience. Strong attention to detail and accuracy in handling transactions. Experience in promoting and selling financial products or services. Knowledge of regulatory requirements related to financial transactions. Successful completion of in-house teller training program. Proficient math skills, with the ability to process account transactions accurately. Ability to multitask. Good verbal and written communication skills. Good interpersonal skills to ensure professional handling of member concerns. Ability to work independently and as a team member, using discretion and sound judgment. Additional hours as necessary to accomplish objectives and goals. EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
    $21.7-24.2 hourly Auto-Apply 7d ago
  • Community Lending Mortgage Banker

    City National Bank 4.9company rating

    Olympia, WA job

    WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. *Additional Qualifications* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation*This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $23k-35k yearly est. 60d+ ago
  • Principal Enterprise Data & Analytics Architect

    Russell Investments 4.5company rating

    Seattle, WA job

    Business Unit: Global Technology Salary Range: $160,000 USD - $190,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Russell Investments is seeking a Principal Enterprise Data & Analytics Architect to join our Enterprise Data Office (EDO) within the Technology organization. The EDO functions as a horizontal capability, enabling enterprise data architecture, governance, engineering, and analytics enablement across all lines of business. This role will lead the design, implementation, and modernization of Russell's enterprise data and analytics architecture in a hybrid environment (on-premises + cloud). The Architect will bridge enterprise technology teams (DevOps, Production Support, Cloud Platform) and domain-aligned teams across multiple business verticals - driving excellence in data modeling, master data management, data warehouse design, and AI/ML-ready architecture patterns. Key Responsibilities Enterprise & Solution Architecture * Define and maintain the enterprise data architecture roadmap aligned with the firm's technology strategy and business objectives. * Develop reference architectures, design patterns, and reusable components for data ingestion, transformation, modeling, and analytics. * Partner with domain engineering and analytics teams to design fit-for-purpose, interoperable data solutions that align with enterprise standards. * Lead architectural review sessions and ensure governance alignment across all domains. * Serve as an advisor to leadership on data strategy, modernization, and investment prioritization. Data Platform, Modeling & Warehouse Design * Architect and optimize data warehouse and data lakehouse solutions leveraging modern cloud data platforms (Snowflake, Databricks, Azure/AWS) integrated with on-prem databases. * Lead enterprise-wide data modeling efforts (conceptual, logical, and physical) to ensure consistency, performance, and scalability across domains. * Champion the use of canonical models and metadata standards to support semantic alignment and data product reuse. * Design robust data warehouse architectures that support analytical, regulatory, and operational workloads, with a strong foundation in dimensional modeling and data vault methodologies. * Collaborate with BI and Analytics teams to define semantic and business layers that enable self-service analytics. Master Data Management (MDM) & Data Governance * Define and implement the enterprise MDM strategy ensuring consistency and accuracy of critical master and reference data (Client, Product, Account, Instrument, Legal Entity). * Integrate data quality, metadata, and lineage frameworks within all architectural designs. * Partner with governance and stewardship teams to enforce data ownership, classification, and privacy controls. * Promote the 'data as a product' mindset across business domains. Cloud Modernization & Migration * Lead cloud migration initiatives for legacy data platforms (SQL Server, Oracle, and other on-prem systems) to modern cloud environments. * Define migration patterns, cut-over strategies, and hybrid data access architectures. * Partner with infrastructure and DevOps teams to implement CI/CD pipelines, Infrastructure-as-Code, and automated provisioning for data platforms. * Ensure designs address scalability, security, cost optimization, and resiliency. Legacy Systems Integration * Maintain deep familiarity with legacy database technologies, particularly Microsoft SQL Server, and design hybrid patterns that enable interoperability with modern cloud solutions. * Provide guidance on data extraction, replication, and real-time synchronization between legacy and cloud systems. * Serve as a subject-matter expert in SQL Server architecture, performance tuning, and optimization as part of the broader modernization roadmap. Emerging Technologies & AI/ML Enablement * Architect AI/ML-ready data environments by ensuring pipelines and models support feature engineering, versioning, and reproducibility. * Collaborate with data scientists and ML engineers to define data provisioning, model training, and inferencing pipelines integrated into enterprise data architecture. * Define data lineage, observability, and quality frameworks that ensure trust in AI/ML outputs. * Nice to have: Hands-on exposure or background in machine learning, AI model lifecycle management, or MLOps frameworks (e.g., SageMaker, Azure ML, MLflow). Cross-Domain Solution Delivery * Partner with technology and analytics teams across Investments, GTM/Sales (Retail & Institutional), Marketing, Finance, HR, Risk & Performance, and Legal to deliver scalable data products. * Translate business requirements into logical and physical data models, reusable domain data pipelines, and shared data assets. * Drive architectural consistency and interoperability across verticals. Platform Modernization & Transformation * Lead modernization initiatives to transition from legacy on-prem systems to cloud and hybrid architectures. * Introduce event-driven and streaming patterns (Kafka, Event Hubs) where real-time data is required. * Support adoption of federated data architecture principles (Data Mesh) within defined enterprise guardrails. Qualifications Required: * 10+ years of experience in data architecture, data engineering, or enterprise data solution design. * 10+ years of experience in SQL and advanced concepts * 3+ years with DBT and familiarity with advanced concepts * 5+ years designing cloud-based data platforms (Azure preferred). * Proven expertise in data modeling and data warehouse design (3NF, dimensional, Data Vault). * Hands-on experience with Master Data Management (MDM) strategy and implementation. * Demonstrated success leading cloud migration projects and designing hybrid architectures. * Strong proficiency in SQL Server and relational database optimization. * Knowledge of metadata management, data governance, data quality, and lineage. * Excellent communication and stakeholder management across technical and business domains. Preferred: * Experience in investment management, asset management, or financial services. * Familiarity with AI/ML architectural patterns, feature stores, and model lifecycle integration. * Exposure to Python, Spark, or Databricks for data transformation and ML pipelines. * Experience with data observability tools (e.g., Monte Carlo, Great Expectations, Datafold). * Certifications in Snowflake, Databricks, or Cloud Data Architecture a plus. Soft Skills & Leadership Strategic thinker with ability to translate architecture into business outcomes. Strong influencer who can align stakeholders across federated data domains. Collaborative, pragmatic, and capable of mentoring other architects and engineers. Comfortable operating across multiple business units and global teams. Education Bachelor's or Master's degree in Computer Science, Data Engineering, Information Systems, or related field. Advanced technical certifications preferred. Success Metrics * Adoption of standardized enterprise data models and MDM frameworks. * Successful cloud migration of key legacy systems. * Improved time-to-insight and AI/ML readiness of data platforms. * Reduction in data redundancy and improved quality across domains. * Measurable improvement in governance, lineage, and cost efficiency. Compensation & Level Job Level: Principal / Senior Architect Compensation Band: • Base salary: TBD (commensurate with experience & location) • Target bonus: TBD • Work model: 4 days on-site, 1 day remote This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
    $160k-190k yearly Auto-Apply 48d ago

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